As a Relationship Manager, Oscar strives to meet a wide variety of clients’ needs. He collaborates with the team to ensure smooth onboarding for clients and high-quality customer support. Oscar brings a strong background in derivatives markets gained from both academic studies and personal endeavors.

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After attending high school at Phillips Academy Andover, Oscar earned his bachelor’s degree in finance from the Isenberg School of Management at the University of Massachusetts Amherst. While at UMass, Oscar completed an internship at Sterling Oak Wealth Management as an investment analyst and worked as the CIT Director at Camp Rotary in Boxford, MA. He has also spent extensive time in Italy in various roles. 

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Outside of the office, Oscar enjoys hiking, weightlifting, movies, and golfing.